Business
Canadian Plan Sponsors Post Positive Median Returns in Q4, According to the BNY Canadian Asset Strategy View Universe
The median return of the BNY Canadian Asset Strategy View universe, a BNY Global Risk Solutions fund-level tracking service, was 0.75% for the fourth quarter of 2025. The one-year median return as of December 31, 2025, was 7.85%, while the median 10-year annualized return was 6.67%.
About this update from The Bank Of New York Mellon Corporation
[{"type":"text","content":"Canadian pension plan sponsors delivered modest positive returns in Q4, contributing to a single digit one year return in 2025","length":126,"tagName":"p"},{"type":"text","content":"TORONTO, Feb. 3, 2026 /CNW/ - The median return of the BNY Canadian Asset Strategy View universe, a BNY Global Risk Solutions fund-level tracking service, was 0.75% for the fourth quarter of 2025. The one-year median return as of December 31, 2025, was 7.85%, while the median 10-year annualized return was 6.67%.","length":313,"tagName":"p"},{"type":"text","content":"The BNY Canadian Asset Strategy View universe results are based on $345 billion worth of investment assets in Canadian investment plans, with the average plan size of $5.15 billion. The universe is designed to provide peer comparisons by plan type and size, and it comprises 67 Canadian corporate, public, university pension plans and foundations & endowments. Additional insight into the plan results is provided by BNY's Asset Strategy View sub asset class universes.","length":477,"tagName":"p"},{"type":"text","content":""Q4 was marked by extended geoeconomic fragmentation, protectionist trade policies, and elevated conflict risk across all regions, while inflation continued to cool globally," said David Cohen, Director of Global Risk Solutions, BNY. "Despite these challenging economic conditions, Canadian pension plans achieved a slightly positive return in the quarter, ending 2025 with a robust single digit return. All major equity markets achieved yet another positive quarter boosting overall plan returns, while fixed income detracted slightly. Across 2025, public and private asset classes generated positive performance for the pension plan sponsors."","length":665,"tagName":"p"},{"type":"text","content":"Among traditional asset classes, Canadian Equity posted the highest performance, with a quarterly median return of 5.07%. Canadian Fixed Income returns were the lowest, posting a negative quarterly return of -0.64%.","length":215,"tagName":"p"},{"type":"text","content":"With respect to non-traditional asset classes, Hedge Funds delivered the strongest performance, with a quarterly median return of 1.90%. Private Equity ended the quarter with a median return of 0.61% while Real Estate delivered a negative quarterly return of -0.56%.","length":266,"tagName":"p"...